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Overview
The Invoice toolbar gives the user (with permission) numerous capabilities within the Invoice Design applet. Below is a list of those capabilities.
Toolbar
The InFocus Toolbar is dynamically built in accordance with the active applet on the screen. More on Toolbar Options
Additional Toolbar Options
Aside from the standard toolbar options this applet has the following options:
| • | System Invoice Copy - Located under the Tools button; allows the user to copy a standard invoice design from the system so that it can be modified. |
| • | System Invoice Management - Gives you the ability to deactivate system invoice designs so they do not show in the list of possible invoices when you click the Main Invoice drop-down at Projects>Billing Tab |
| • | Section Copy Wizard - Located under the Tools button; allows the user to copy a specific standard invoice section (for example, Labor, ODC, etc.) from the system. For a description on what the sections display follow this link: More on Invoice Descriptions |
| • | Rebuild All Invoices - This is used when fields are added to an invoice and need to be added to the RDL (Invoice Report). Typically this is done when user-definable fields are exposed to invoices. In this case, when a user-definable field is added to clients or projects, all invoice designs must be rebuilt. To allow Project and Client UDFs you must first enable them at Global Settings>Invoicing Tab. More on User Defined Fields. |
| • | Edit Section Images / Settings - Reports and Invoice Designs installed from InFocus Marketplace or written with ReportBuilder can be easily customized using the Edit Section Images / Settings option from the toolbar in reporting and Invoice Design applets. The tutorials below will walk you through how to add a company logo and how to make a simple edit to the settings of your invoice design/custom report. More on Editing Section Images / Settings |
| • | Copy - Creates a copy of the currently loaded invoice design. Launches the Copy Invoice dialogue which prompts for a name to use for the new invoice design. |
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